GHP Investment Advisors’s Diageo DEO Stock Holding History

GHP Investment Advisors’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.8K	Hold	657	–	–	﹤0.01%	558
2026 Q1	$48.9K	Hold	657	–	–	﹤0.01%	550
2025 Q4	$56.7K	Hold	657	–	–	﹤0.01%	508
2025 Q3	$62.7K	Hold	657	–	–	﹤0.01%	499
2025 Q2	$66.3K	Hold	657	–	–	﹤0.01%	483
2025 Q1	$68.8K	Hold	657	–	–	﹤0.01%	467
2024 Q4	$83.5K	Sell	657 -160	-20%	-$20.4K	﹤0.01%	449
2024 Q3	$115K	Sell	817 -188	-19%	-$24.4K	0.01%	422
2024 Q2	$127K	Sell	1,005 -84	-8%	-$11.6K	0.01%	412
2024 Q1	$162K	Hold	1,089	–	–	0.01%	396
2023 Q4	$159K	Hold	1,089	–	–	0.01%	389
2023 Q3	$163K	Hold	1,089	–	–	0.01%	384
2023 Q2	$188K	Buy	1,089 +292	+37%	+$52.1K	0.01%	379
2023 Q1	$144K	Hold	797	–	–	0.01%	398
2022 Q4	$142K	Hold	797	–	–	0.01%	395
2022 Q3	$135K	Hold	797	–	–	0.01%	392
2022 Q2	$139K	Hold	797	–	–	0.01%	384
2022 Q1	$162K	Buy	+797	New	+$160K	0.01%	380
2018 Q3	–	Sell	-1,416	Closed	-$204K	–	302
2018 Q2	$204K	Buy	+1,416	New	+$203K	0.03%	289
2018 Q1	–	Sell	-1,407	Closed	-$205K	–	298
2017 Q4	$205K	Buy	+1,407	New	+$194K	0.03%	295

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GHP Investment Advisors's DEO Position: Q2 2026 in Review

GHP Investment Advisors held its Diageo (DEO) position steady in Q2 2026 at 657 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

GHP Investment Advisors first reported a position in DEO in Q4 2017 and has held it in 20 quarters since. The position peaked at $205K in Q4 2017. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

GHP Investment Advisors held 657 shares of Diageo worth $52.8K as of Q2 2026.
GHP Investment Advisors left its Diageo share count unchanged in Q2 2026.
Diageo made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #558 holding.
GHP Investment Advisors first reported a position in Diageo in Q4 2017 and has held it in 20 quarters since.
GHP Investment Advisors's Diageo position peaked at $205K in Q4 2017.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.